Mount Lucas Management LP Portfolio Holdings

Mount Lucas Management LP

  • $302 Million
  • Q1 2025

Mount Lucas Management LP has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $302 Million distributed in 150 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $24.1M, Ishares Barclays 3 7 Yr Treas with a value of $6.86M, Ishares Barclays 1 3 Year Trea with a value of $6.85M, Ishares Barclays with a value of $6.85M, and Agnc Investment Corp. with a value of $5.26M.

Examining the 13F form we can see an increase of $22M in the current position value, from $280M to 302M.

Mount Lucas Management LP is based out at Newtown, PA

Below you can find more details about Mount Lucas Management LP portfolio as well as his latest detailed transactions.

Portfolio value $302 Million
ETFs: $178 Million
Financial Services: $38.9 Million
Consumer Cyclical: $26.5 Million
Industrials: $13.3 Million
Technology: $12.1 Million
Healthcare: $7.22 Million
Real Estate: $7.2 Million
Energy: $7.07 Million
Other: $11.8 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$168M
$311,000 0.1% of portfolio
60,000
Q1 2025 Added 566.67%
$191M
$285,000 0.09% of portfolio
43,837
Q1 2025 New
$73.7M
$249,000 0.08% of portfolio
113,000
Q1 2025 New
$63.1M
$80,000 0.03% of portfolio
50,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $302 Million
  • Prior Value $280 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 50 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
Track This Portfolio

Track Mount Lucas Management LP Portfolio

Follow Mount Lucas Management LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Lucas Management LP, based on Form 13F filings with the SEC.

News

Stay updated on Mount Lucas Management LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email